The AI trade has reignited in recent weeks, putting the semiconductor designer on the brink of a $4 trillion valuation.

PLTR has surged 74.7% YTD, topping NVDA's 17.1% - but can it keep outperforming in the AI race despite its lofty valuation?

This sharp rally has pushed Nvidia to reclaim the title of the world's most valuable stock, with a market capitalisation of ...

Is Nvidia still a must-own name after its impressive rally? Or has Wall Street’s AI fever pushed this chip titan past its ...

Nvidia is close to becoming the most valuable company in the world, with its market value reaching around $3.92 trillion. The ...

Doug and Lee examine Nvidia’s historic rally, fueled by massive AI infrastructure spending and market dominance, while noting ...

For a decade now, Sam Altman, the CEO and co-founder of Open-AI, one of the leading companies developing artificial ...

Qualcomm has underperformed the market, with 6% YTD returns compared to PHLX Semiconductor's 13%. The company is facing ...

Chinese artificial-intelligence companies are loosening the U.S.’s global stranglehold on AI, challenging American ...

Although traditionally dominant in memory chips, Lam is broadening its footprint in advanced logic chips and packaging technologies—fields that are witnessing increasing demand as chip design ...

If anyone enjoys this holiday, it should be Jensen Huang. Nvidia stock on Thursday closed at $159.34 a share, up 18.6% for the year, giving it a market capitalization of $3.88 trillion. Getting to $4 ...

Mark Delaney says AustralianSuper probably should have owned just nine stocks last year. Now the country’s biggest super fund ...